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Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
251
Bristlecone Advisors
Washington
$15M -$77.6K -348 -0.5%
TCOTS
252
Trust Company of the South
North Carolina
$15M +$2.08M +9,332 +17%
NCM
253
Nelson Capital Management
California
$15M -$4.52M -20,264 -24%
WA
254
Wealth Architects
California
$15M +$1.04M +4,661 +8%
AAS
255
Ameritas Advisory Services
Nebraska
$14.9M -$2.08M -9,322 -13%
AWS
256
Atria Wealth Solutions
New York
$14.9M -$12.3M -55,013 -47%
OSAM
257
O'Shaughnessy Asset Management
Connecticut
$14.8M +$4.96M +22,225 +55%
NFW
258
Noble Family Wealth
Florida
$14.7M +$168K +751 +1%
CFS
259
CRA Financial Services
New Jersey
$14.7M +$385K +1,726 +3%
SC
260
SouthState Corp
Florida
$14.7M -$3.84M -17,223 -22%
BFS
261
Bradley Foster & Sargent
Connecticut
$14.5M -$1.04M -4,677 -7%
RRWA
262
Rainey & Randall Wealth Advisors
Florida
$14.3M +$894K +4,007 +7%
AA
263
AJ Advisors
Tennessee
$14.1M -$663K -2,971 -5%
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$14.1M -$21.5M -96,562 -62%
CAM
265
Cresset Asset Management
Illinois
$14.1M -$227K -1,018 -2%
ME
266
McIlrath & Eck
Washington
$14M +$64.5K +289 +0.5%
William Blair & Company
267
William Blair & Company
Illinois
$13.9M -$135K -606 -1%
BNP Paribas Financial Markets
268
BNP Paribas Financial Markets
France
$13.9M +$2.03M +9,103 +18%
WPC
269
Wedmont Private Capital
Pennsylvania
$13.8M +$332K +1,486 +3%
EWA
270
EverSource Wealth Advisors
Alabama
$13.7M +$345K +1,545 +3%
MFA
271
McClarren Financial Advisors
Pennsylvania
$13.5M +$620K +2,781 +5%
AC
272
AlphaCore Capital
California
$13.4M +$8.37M +37,505 +197%
EWM
273
Empirical Wealth Management
Washington
$13.4M +$760K +3,406 +6%
JIC
274
Johnson Investment Counsel
Ohio
$13.4M +$1.63M +7,303 +15%
PSA
275
Plum Street Advisors
Louisiana
$13.4M -$15.6K -70 -0.1%